Autotec 401(k) Plan
Sponsored by Woodcrest Services, Inc. · EIN 631086962 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 126
- With balances
- 136
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan, Consulting (pension) | $44,194 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $21,619 |
| Orenda Retirement Llc | Other services, Other fees, Contract administrator | $1,430 |